Top financial advisors in Midvale, UT
We've curated a list of the best financial advisors in Midvale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $95,460,565 Number of advisors 15 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Midvale, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Everspire
Aegis Wealth Group, LLC, operating as Everspire, is an SEC Registered Investment Advisor founded in 2005 and registered as an independent RIA in 2015. The firm manages $181,142,726 in Regulatory Assets Under Management on a discretionary basis. Aegis Wealth offers wealth management, financial planning, and investment management services to meet individual client retirement needs. The firm has a sub-advisory relationship with E6 Portfolios, providing clients with a range of investment strategies. Aegis Wealth does not have formal minimums for clients and allows each advisor to set their policies for taking on clients. The firm is a fiduciary under ERISA and the IRC, acting in the best interests of clients. Aegis Wealth does not accept performance-based fees and clients may grant the firm discretionary trading authority. The firm has a Code of Ethics, and advisors may invest in similar securities as clients. Aegis Wealth does not receive compensation for client referrals and does not accept soft dollar benefits. Clients are encouraged to review account statements and meet with advisors annually for reviews. Aegis Wealth does not accept authority to vote client securities and does not require prepayment of fees exceeding $1,200. The firm has no disciplinary disclosures and has not been subject to a bankruptcy petition.
$95,460,565 under management
15 advisors
Fee structure
A percentage of assets under your management
WRAP FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Midvale, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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